M Wealth Management LLC’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

M Wealth Management LLC’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14M	Sell	30,662 -176	-0.6%	-$6.58K	0.88%	19
2026 Q2	$1.14M	Sell	30,838 -340	-1%	-$12.5K	0.89%	20
2026 Q1	$1.06M	Sell	31,178 -1,649	-5%	-$57.4K	0.89%	20
2025 Q4	$1.07M	Sell	32,827 -2,877	-8%	-$91.8K	0.94%	20
2025 Q3	$1.12M	Sell	35,704 -466	-1%	-$14.2K	0.98%	19
2025 Q2	$1.06M	Sell	36,170 -263	-0.7%	-$7.24K	0.98%	19
2025 Q1	$955K	Sell	36,433 -1,556	-4%	-$40.4K	0.89%	18
2024 Q4	$944K	Buy	+37,989	New	+$983K	0.86%	18

Other funds holding DFAX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Triune Financial Partners Overland Park, Kansas $490M AUM 16.87% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

M Wealth Management LLC's DFAX Position: Q3 2026 in Review

M Wealth Management LLC reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.57% in Q3 2026, selling an estimated $6.58K and leaving 30,662 shares worth $1.14M. The position accounts for 0.88% of the portfolio, ranked #19.

M Wealth Management LLC first reported a position in DFAX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 450 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

M Wealth Management LLC held 30,662 shares of Dimensional World ex US Core Equity 2 ETF worth $1.14M as of Q3 2026.
M Wealth Management LLC sold 176 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $6.58K.
Dimensional World ex US Core Equity 2 ETF made up 0.88% of M Wealth Management LLC's portfolio in Q3 2026, its #19 holding.
M Wealth Management LLC first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's Dimensional World ex US Core Equity 2 ETF position peaked at $1.14M in Q2 2026.
450 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.